Solutions Consultant

Workiva

. Partner with sales and internal stakeholders to drive the technical win across target opportunities .

Posted 9/30/2026full-timeRemote • SpainMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in solution consulting and technical sales, with a strong focus on delivering value through SaaS solutions and cloud technologies. Proficient in engaging stakeholders, conducting solution demonstrations, and developing customer-specific business cases.

Highest-signal resume keywords

Solution ConsultingTechnical SalesSaaS SolutionsFinancial ReportingEmerging AI Capabilities

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Solution DeliveryERP SolutionsGRC SolutionsAnalytics & ReportingAPI IntegrationsAutomated Reporting WorkflowsPredictive InsightsIntelligent Document ProcessingCloud TechnologiesData Connectivity

Soft Skills

Interpersonal CommunicationPresentation SkillsSelf-MotivationContinuous ImprovementConsultative Engagement

Tools & Technologies

Workiva SolutionsCross-Domain PlatformsFinance FrameworksSustainability FrameworksCSRD

Industry Keywords

Pre-Sales ConsultingManagement ConsultingBig 4 ExperienceClient ServicesCustomer Success

Tech Stack

Tools & technologies

CloudERP

About the role

Key responsibilities & impact

Partner with sales and internal stakeholders to drive the technical win across target opportunities
Uncover technical requirements consultatively
Develop example solutions, prototypes, and proofs of concept to validate requirements and demonstrate enterprise value
Engage customers, prospects, and partners via phone, web, or onsite meetings and drive discovery
Identify how Workiva solutions align with customer and prospect needs
Work with Workiva Client Services for smooth onboarding and long-term customer success
Develop working knowledge of industries, departments, and use cases where Workiva can have an impact
Conduct generic and targeted solution demonstrations for Financial Reporting and Controls essentials
Develop new use cases or use existing templates to demonstrate solution impact and value
Conduct process assessments, build proofs of concept, and present customer-specific business cases
Deliver cross-domain coaching, training, or mentoring to peers
Collaborate with Product Marketing, Client Services, Scoping, and Customer Success
Assist Sales in developing account plans
Own Opportunity Technical Evaluations and drive verified Technical Wins
Guide customers in data connectivity, automated reporting workflows, and practical AI capabilities
Conduct solution discovery and value presentations across Financial Reporting, GRC, and Sustainability

Requirements

What you’ll need

4+ years of related career experience in pre-sales/solution consulting or management consulting experience (e.g., Big 4 or equivalent)
Background in solution consulting, technical sales, or solution delivery
Degree in a related field strongly preferred, or equivalent practical experience similar
Fluent Spanish speaker
Experience engaging with and presenting to business or IT managers and executives
Excellent verbal, written, presentation, and interpersonal communication skills
Self-motivated with strong propensity for action, results and continuous improvement
Hands on technical experience with SaaS solutions, cloud technologies, and architectures preferred
Experience with ERP, GRC, GL, FP&A, or Analytics & Reporting solutions
Ability to present a value based, compelling software demonstrations
Working knowledge or practical experience with emerging AI capabilities, such as automated data curation, intelligent document processing, predictive insights, or AI-assisted reporting workflows
Familiarity with enterprise data structures, API integrations, or cross-domain platform solutions, including Finance, GRC, or Sustainability/ESG frameworks like CSRD
Up to 30% travel for customer and internal meetings
Reliable internet access for any period of time working remotely

Benefits

Comp & perks

Flexible work arrangements
Reliable internet access for any period of time working remotely
Reasonable accommodations for applicants with disabilities
Comprehensive security and privacy training tailored to employees' roles